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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,750 | $72,177+49.3% | $115,038-6.3% | $59,633+80.7% |
| Participation rate | 90.5% | 72.6%+17.9pp | 81.4%+9.1pp | 68.7%+21.8pp |
| Annual return | -0.78% | 12.02%-12.8pp | 26.14%-26.9pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $4,503 | $2,841+58.5% | $4,608-2.3% | $2,203+104.5% |
| Participant deferral / active EE | $8,915 | $4,783+86.4% | $6,026+47.9% | $3,192+179.3% |
| Admin fee / account holder | $20,744 | $4,927+321.0% | $8,175+153.7% | $4,297+382.8% |